Michael Kucera Email & Phone Number
Financial Advisor, AIF® Accredited Investment Fiduciary® @ Schwartz & Co.
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Michael Kucera Location
- Bloomfield Hills, MI, US
Michael Kucera Work
- Financial Advisor, AIF® Accredited Investment Fiduciary® @ (December 2024 - Present)
- Asset Management and Retirement Plan Services @ FAI Advisors, Inc. (November 2004 - December 2024)
- Financial Advisor and AIF® - Accredited Investment Fiduciary® @ (November 2004 - December 2024)
- Owner, Partner @ Capital Planning Solutions,LLC (September 2000 - October 2004)
- Investment Advisor and Retirement Plans Specialist @ Pension Consultants, Inc. (January 1998 - January 2000)
Michael Kucera Education
- Central Michigan University
BSBA (Finance)
1987-1991 - Brother Rice High School
Financial
1983-1987
Michael Kucera Skills
- Accounting
- Asset Management
- Finance
- Financial Risk
- IRAs
- Investments
- Management
- Pensions
- Personal Finance
- Portfolio Management
- Retirement Planning
- Small Business
- Strategic Financial Planning
- Wealth Accumulation
- Wealth Management
- Software Development
- SQL
- Microsoft Office
Michael Kucera Summary
- Michael Kucera, based in Bloomfield Hills, MI, US, is currently a Financial Advisor, AIF® Accredited Investment Fiduciary® at Schwartz & Co.. Michael Kucera brings experience from previous roles at FAI Advisors, Inc., Financial Architects, Inc., Capital Planning Solutions,LLC and Pension Consultants, Inc.. Michael Kucera holds a 1987 - 1991 BSBA in Finance @ Central Michigan University. With a robust skill set that includes Accounting, Asset Management, Finance, Financial Risk, IRAs and more. Michael Kucera has 2 emails and 3 mobile phone numbers on RocketReach.
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TJ Schwartz
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